HJMC

Hellman Jordan Management Company Portfolio holdings

AUM $58.9M
1-Year Est. Return 18.56%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
-18.56%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$537M
AUM Growth
+$11.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
65
New
Increased
Reduced
Closed

Top Buys

1
+$18.2M
2
+$16.7M
3
+$13.3M
4
MHK icon
Mohawk Industries
MHK
+$12.1M
5
SUNE
SUNEDISON, INC COM
SUNE
+$11.8M

Top Sells

1
+$17.7M
2
+$17.6M
3
+$17.5M
4
CL icon
Colgate-Palmolive
CL
+$13M
5
KMB icon
Kimberly-Clark
KMB
+$10.7M

Sector Composition

1 Healthcare 28.47%
2 Technology 20.06%
3 Consumer Discretionary 16.51%
4 Financials 11.17%
5 Industrials 10.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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65
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